Vision Super

Vision Super - Account Based Pension

Past 5-year return
6.64%
Admin fee

$0

Calc fees on 50k

$445

SuperRatings awards
Platinum10 Year Platinum PerformanceInfinity Recognised
Past 5-year return
6.64%
Admin fee

$0

Calc fees on 50k

$445

SuperRatings awards
Platinum10 Year Platinum PerformanceInfinity Recognised

Pros and Cons

Pros and Cons

  • A genuine members first philosophy aimed at maintaining a lifelong relationship with members.
  • A flexible, tax-effective income stream in retirement.
  • Flexible member investment choice with solid historical performance.
  • Free financial planning advice, with no commissions to financial planners or advisors.
  • In-house call centre where members speak direct to consultants.

Summary

Established in 1947, Vision Super is an industry fund with membership open to the general public. The fund is Infinity Recognised, which is a result of its strong commitment to environmental and social principles.Vision Super offers a range of 11 investment options to choose from, providing members with access to 5 Pre-Mixed and 6 Single Sector options. The Balanced Growth option has provided strong investment returns to members, outperforming the SuperRatings Index over each time period assessed to 30 June 2020.Members can further select to invest in the Three Bucket Pension, which is an account based pension where money is divided into three different buckets; short, medium, and long-term, and is invested into three of the fund’s investment options.Fees are competitive and lower than the industry average across all member account balances assessed, with the asset-based administration fee capped at $1,050. Members are able to switch investment options at no cost.Vision Super provides good flexibility, with members having the ability to receive payments twice-monthly through to annually. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions. A range of online tools, calculators and educational resources are available through the fund's website. The fund's secure website, Vision Online, further allows members to view and update account details, as well as perform transactions.

Features and Fees

Vision Super Fees and Features

    Pros and Cons

    • A genuine members first philosophy aimed at maintaining a lifelong relationship with members.
    • A flexible, tax-effective income stream in retirement.
    • Flexible member investment choice with solid historical performance.
    • Free financial planning advice, with no commissions to financial planners or advisors.
    • In-house call centre where members speak direct to consultants.

    Established in 1947, Vision Super is an industry fund with membership open to the general public. The fund is Infinity Recognised, which is a result of its strong commitment to environmental and social principles.Vision Super offers a range of 11 investment options to choose from, providing members with access to 5 Pre-Mixed and 6 Single Sector options. The Balanced Growth option has provided strong investment returns to members, outperforming the SuperRatings Index over each time period assessed to 30 June 2020.Members can further select to invest in the Three Bucket Pension, which is an account based pension where money is divided into three different buckets; short, medium, and long-term, and is invested into three of the fund’s investment options.Fees are competitive and lower than the industry average across all member account balances assessed, with the asset-based administration fee capped at $1,050. Members are able to switch investment options at no cost.Vision Super provides good flexibility, with members having the ability to receive payments twice-monthly through to annually. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions. A range of online tools, calculators and educational resources are available through the fund's website. The fund's secure website, Vision Online, further allows members to view and update account details, as well as perform transactions.

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    Vision Super Fees and Features

      Fund fees vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Fund past-5-year return vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Investment allocation
      INTERNATIONAL SHARES
      AUSTRALIAN SHARES
      PROPERTY
      ALTERNATIVES
      FIXED INTEREST
      CASH
      OTHER
      Investment option performance
      BALANCED
      HIGH GROWTH
      CONSERVATIVE BALANCE
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CAPITAL STABLE
      CASH
      + View additional option performance information